作者 ｜ 木子、高允毅 阿里巴巴的合伙人团队名单里，又增加了一个熟悉的名字。 阿里云 CTO、通义实验室负责人周靖人 正式成为 阿里巴巴合伙人 。 合伙人团队是阿里的最高集体决策机构，在今年 6 月大幅收缩后（从之前的 26 人降至上市以来最低 的 17 人），这个团队现在终于迎来了第一次增补。 这并不是一次简单人事变动，此决定发生在关键的技术换挡窗口：大模型从"能用"走向"要落地"，云 厂商从"拼算力"转向"拼体系化 AI"。 据晚点消息，周靖人之所以成为阿里合伙人今年的首位新增成员，是因为他负责的 通义实验室 过去 一年努力 保证了 千问（Qwen）的模型领先地位 ，阿里管理层高度对此成绩给出高度评价。 下面来具体说说， 阿里为什么在此刻要把技术人推向最高决策层？ 十年，从首席科学家到合伙人 2025 年，阿里巴巴将 AI 战略 从"技术叙事"升级为"生死线" 。 今年 2 月，阿里集团官宣， 未来三年将投入至少 3800 亿元，用于云计算与 AI 基础设施建设 ，该 金额 超过公司过去十年在相关领域的投入总和，为 C 端业务落地奠定基础 。 马云亲自督战，开始频繁点名周靖人，要求他持续汇报 Qwen3 ...

Group 1 - The release of the Galaxy Kirin Operating System V11 has led to significant stock price increases for several related companies, with Qi Anxin rising by 18% and Huasheng Tiancheng by 6.4% [1] - The Chinese government plans to invest 10 billion yuan during the 14th Five-Year Plan to enhance the capabilities of domestic operating systems, focusing on AI applications and ecosystem development [1] - The stock prices of several operating system concept stocks have shown remarkable growth this year, with Huasheng Tiancheng up 260.83% and other companies like Zheda Wanzheng and Qi Anxin also seeing substantial increases [1] Group 2 - The global operating system market has been dominated by Windows, macOS, and Android, but domestic systems are beginning to disrupt this concentration, with Harmony OS achieving over 12 million installations [2] - The Chinese operating system market is expected to reach a scale of 25 billion yuan by 2025, driven by strong market demand and the integration of emerging technologies like AI [2] - The software industry in China is projected to grow at a compound annual growth rate of 12% to 15%, with the market size expected to exceed 15 trillion yuan by 2025 and 20 trillion yuan by 2028 [3]